Allison Doll is a financial advisor with Merrill in Cincinnati, OH, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Merrill since 2008 and at Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Coombe is a CFA® charterholder with 33 years of industry experience and has been with Robert W. Baird & Co. since 2011. He serves on the boards of several organizations, including the William Powell Company, Spring Grove Cemetery and Arboretum, and Aprecia Pharmaceuticals Corp. Coombe is also involved with the William P Anderson Foundation’s executive committee. He is part of the DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations, offering a range of portfolio management and consulting solutions that include both traditional and non-traditional investment strategies.

Kathye Lanning is a financial advisor with Wells Fargo Clearing in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at Westminster Financial Advisory Corp and UBS Financial Services. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute alongside third-party data, applying diversification principles and modern portfolio theory.

Cherry Mcdavid is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Mcdavid worked in various roles including staffing and gig economy positions. Outside of advising, Mcdavid streams shows and games on Twitch in their free time. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Grant Geswein is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2018. Prior to that, he held positions at Edward Jones, Dicks Sporting Goods, Northwestern Mutual, and Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs, and it serves in an advisory capacity for multiple registered investment companies.

Lewis Assaley is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves on the University of Cincinnati Department of Economics PhD Advisory Board, providing guidance on doctoral program goals and assisting PhD students with employment connections. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Summer Shkoukani is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Merrill in 2023, she worked at Fifth Third Securities and served on the Boone County Board of Education. Outside of her advisory role, she is involved in managing family rental properties and owns a parking lot business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Drew Louden is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Louvino, TUC Dock, and the City of Fishers. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Mike Gerbus is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to understand their comprehensive financial goals and develops personalized financial roadmaps tailored to the needs and priorities of families. He has been with Fidelity Investments since 2020, progressing through roles including Investment Consultant, Workplace Planning Consultant III, II, and I. This progression highlights his experience in financial and workplace planning. Mike's personal interests include boating, fitness, football, outdoor adventures, running, and skiing.

Brent Love is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at GoGoMeds Pharmacy, Promevo, Double Helix, and Cengage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Alan Green is a financial advisor with Fidelity in Covington, KY, holding a Series 66 designation and one year of industry experience. His prior work includes roles in transportation and entertainment management, and he currently works as a commercial driver in logistics alongside his advisory duties. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction.

T'cheka Davis is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across multiple asset classes and serves as an advisor to registered investment companies, incorporating systematic methodologies and oversight controls in its investment approach.

Joseph Quigley is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2008 and Fidelity Investments Institutional Services Company, Inc. since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Jerry Moody is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Moody worked at Fidelity Brokerage Services LLC and has experience outside finance at Morton's Steak House and Medpace. He also works part-time as a bartender at GlendAlehouse Brewery in Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Robert Thomasson III is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience in diverse fields including financial therapy clinics and the Kentucky Cooperative Extension Service. Outside of his advisory role, he has been involved with Thomasson Landscape for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios through systematic methodologies.

Howard Mcewen Jr. is a CFA® charterholder with 32 years of industry experience. He has been with OSAIC since 2018, following roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of advisory work, he serves as Vice President of the Estate Planning Council of Northern Kentucky and has authored books and written freelance, receiving residual income from past work. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a notable scale supported by a complex affiliate network and private-equity ownership.

David Sehlhorst is a Financial Consultant at Fidelity Investments, where he collaborates with clients to help them achieve their financial goals through tailored planning and ongoing support. He has been with Fidelity Investments since 2018, holding various roles including Investment Solutions Representative and Fixed Income Specialist, which have contributed to his comprehensive understanding of investment strategies and client relationship management. David holds insurance licenses in Arkansas and California, supporting his ability to provide a range of financial services. Outside of his professional work, he engages in family activities and enjoys fitness, golf, hiking, and traveling.

Samantha Mccomas is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Fifth Third Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Cynthia Stahr is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank, contributing a total of ten years to the Fifth Third organization. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary capital market assumptions and research to tailor financial plans and employs institutional trading capabilities alongside wealth management services.

Justin Maldonado is Vice President and Wealth Planner at Fidelity Investments. In this role, he focuses on building sustained relationships with clients and their families, aiming to understand their priorities and goals. He collaborates with clients to develop comprehensive wealth plans tailored to their personal definitions of success. Justin joined Fidelity Investments in 2013 and has held multiple positions within the company, including Director of Executive Services Officer, Benefits and Planning Consultant for Executive Services, Fixed Income Specialist, Senior Stock Plan Executive Services Specialist, and Stock Plan Consultant. This progression reflects his extensive experience in wealth planning and financial services. He holds an AR Insurance License.